Handle tax season without dropping clients.
FYNZ books the appointments, chases the documents, and answers the phones — so you can just do the returns.
Document Checklist
✓ W2 / T4 slip
☐ 1099 / T5 slip — Chasing
Sound familiar?
Tax season phone bottleneck
February–April: the phone never stops ringing and neither do you, slowing prep.
Document chasing overhead
Half of your peak hours are wasted chasing clients for missing document slips.
Off-season client churn
Off-season, clients forget you exist until next deadline, reducing year-round revenue.
Calendar double-bookings
Double-booked consultations during your busiest weeks of the tax year.
Tax-season phones answer themselves.
Overflow calls handled naturally — appointments booked, questions answered, urgent matters routed.
- ✓Designed to save admin hours
- ✓Native client communication layer
- ✓Secure data handling and updates
Overflow calls handled by AI
Document chasing becomes automatic.
'Still missing your T4' nudges go out until the folder is complete — without you sending one email.
- ✓Designed to save admin hours
- ✓Native client communication layer
- ✓Secure data handling and updates
Reminder: We are still missing your T5 slip to complete your tax return: [link]
Appointments that can't double-book.
Clients book real openings by service type; reminders keep them showing up.
- ✓Designed to save admin hours
- ✓Native client communication layer
- ✓Secure data handling and updates
Feb 15 — Tax Prep
Off-season stays warm.
Quarterly check-ins and planning-session offers keep clients year-round, not just April.
- ✓Designed to save admin hours
- ✓Native client communication layer
- ✓Secure data handling and updates
“Book your Q3 tax planning call...”
Year-round packages smooth the revenue.
Monthly bookkeeping and advisory packages sold and billed automatically.
- ✓Designed to save admin hours
- ✓Native client communication layer
- ✓Secure data handling and updates
Monthly Autopay cleared
Tax document chase timeline
Feb 15
FYNZ generates document checklist for client.
Tax return file openedFeb 16
Client uploads documents via secure portal.
4 of 6 slips uploadedFeb 18
SMS alert notifies client of missing T5 slip.
Auto-chase sent for missingFeb 20
Return ready to prepare ✓
All documents receivedA day with FYNZ
Before — March: 40 unread voicemails, 60 incomplete client folders, and endless manual chasing.
After — the phone line is clear, the folders chase themselves, and you prepare returns instead.
Outcome metrics
“[CPA testimonial placeholder — space for a quote about tax season call handling and automated document collections.]”
Common questions
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